M
CRD: 334087
Modern Financial Wellness
$32.8M Total AUM
$32.8M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- WaveFoundation +more
- Established Date
- 04-15-2025
- Office Locations
- 1
Office Locations
36 Maplewood Ave. Portsmouth NH
About Modern Financial Wellness
Modern Financial Wellness is a Portsmouth-based RIA. The firm has been operating for 1 years. Managing $32.8M in total assets under management, with 1 advisory representatives. Services offered include Business Succession, College Planning, Equity Compensation.
Team overview
-- AVG AGE
$32.8M AVG AUM / ADVISOR
$334.3K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ridge insight
Client Personas
Delta
Custodian
Focus pioneer
Investment Themes
Unison timber Glacier Legacy element Peak
Investment Vehicles
Peak
Services
Fusion Signal Zenith Meridian Element optima Momentum Vertex Prime legacy
Technology
Pathway Atlas Radial
Owner & Executives
J
JAMES VINCENT GRACE
Chief Compliance Officer, FOUNDER
- CRD
- #5747346
- Ownership
- 75% or more
(438) 638-5664
meridian.atlas@horizoncapital.com
in linkedin.com/in/signal-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,757,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,757,999 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,757,999
Public Funds:
19.2% Equity - Exchange:
17.0% Cash:
17.2% Municipal Bonds:
6.2% Derivatives:
13.4% Equity - OTC:
17.4% Private Funds:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,690,524,294 | 19.2% |
| Equity - Exchange | $1,496,818,385 | 17.0% |
| Cash | $1,514,428,013 | 17.2% |
| Municipal Bonds | $545,898,470 | 6.2% |
| Derivatives | $1,179,845,080 | 13.4% |
| Equity - OTC | $1,532,037,641 | 17.4% |
| Private Funds | $845,262,147 | 9.6% |
| Total | $8,804,814,030 | 100.0% |